Kelly Ruggles - Planning for a Secure Future - PowerPoint PPT Presentation

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Kelly Ruggles - Planning for a Secure Future

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Kelly Ruggles is the President of American Reliance Group, INC (ARG) and is an Investment Advisor for the firm. He offers his services to clients ranging from individuals to families, to businesses. To learn more about Kelly Ruggles, please visit www.kellycruggles.com – PowerPoint PPT presentation

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Title: Kelly Ruggles - Planning for a Secure Future


1
  • Kelly Ruggles - Planning for a Secure Future
  • Kelly Ruggles is the President of American
    Reliance Group, INC (ARG) and is an Investment
    Advisor for the firm. He offers his services to
    clients ranging from individuals to families, to
    businesses, all wanting to make their retirement
    years comfortable or manage their wealth in a
    productive manner.

2
  • Kelly Ruggles - Planning for a Secure Future
    (Continued..)
  • Kellys book Financial Concerns for Retirement
    discusses many topics related to planning a
    secure and hopefully safe future after
    retirement. This book covers various aspects of
    planning such as Long Term Care, IRAs, Medigap,
    Estate Planning, Property Taxes, etc. According
    to Kelly, a standard financial plan cannot work
    for everyone, as every individual has different
    requirements for their future. In addition to his
    book, Kelly has written numerous articles which
    can help guide an individual to create a
    customized retirement plan.

3
  • About Kelly Ruggles
  • Kelly Ruggles is a financial planner in Spokane,
    WA. He assists his clients on different issues
    including Long Term Care, Medicaid, Estate Taxes,
    Social Security Taxes, Medicare, Annuities, Life
    Insurance, Investments, Wills, and Trusts. He
    earned his Bachelors degree in Business and
    Economics from Humboldt State University in 1980.
    In 1998 Kelly started American Reliance Group,
    INC to help those looking for financial advice.
  • To learn more about Kelly Ruggles, please visit
    www.kellycruggles.com
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